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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$127M
3
GAA
3
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
4
Wells Fargo
California
$480M
5
Bank of America
5
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$791M
2
ACM
2
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$177M
4
FA
4
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
151
BlueChip Wealth Advisors
Georgia
$4.25M +$170K +3,026 +4%
NS
152
NBC Securities
Alabama
$4.21M -$190K -3,378 -4%
DWM
153
Dynasty Wealth Management
Florida
$4.15M +$4.15M +73,856 New
CAM
154
Cozad Asset Management
Illinois
$4.14M +$197K +3,505 +5%
KWM
155
Kingsview Wealth Management
Oregon
$4.03M +$23.2K +413 +0.6%
AWA
156
Arkadios Wealth Advisors
Georgia
$3.99M -$122K -2,174 -3%
AF
157
Allworth Financial
California
$3.98M +$53.3K +949 +1%
TA
158
TruWealth Advisors
Louisiana
$3.96M +$53.5K +953 +1%
GWP
159
Gateway Wealth Partners
Wisconsin
$3.94M -$83.7K -1,491 -2%
ECA
160
Elevated Capital Advisors
Utah
$3.91M +$138K +2,453 +4%
NLP
161
Next Level Private
New York
$3.9M +$527K +9,377 +16%
HIIFS
162
Harel Insurance Investments & Financial Services
Israel
$3.86M +$539K +9,600 +16%
LFAS
163
Level Four Advisory Services
Texas
$3.8M – – –
JWCA
164
J.W. Cole Advisors
Florida
$3.8M +$407K +7,242 +12%
IF
165
Integrity Financial
Wyoming
$3.79M +$3.79M +67,553 New
WGCA
166
Wolf Group Capital Advisors
Virginia
$3.75M – – –
CHC
167
City Holding Co
West Virginia
$3.73M +$640K +11,387 +21%
IA
168
IFG Advisory
Georgia
$3.68M +$1.31M +23,343 +55%
AssetMark Inc
169
AssetMark Inc
California
$3.66M +$677K +12,051 +23%
CASC
170
Coppell Advisory Solutions Corp
Texas
$3.57M +$3.57M +63,543 New
AWM
171
Axxcess Wealth Management
California
$3.56M -$67K -1,192 -2%
SCA
172
Snowden Capital Advisors
New York
$3.46M -$2.17M -38,615 -39%
MWM
173
Mattern Wealth Management
Kansas
$3.45M +$1.35K +24 +0%
CWP
174
Cyndeo Wealth Partners
Florida
$3.44M +$2.14M +38,140 +166%
OPS
175
Orion Portfolio Solutions
Nebraska
$3.44M -$120K -2,136 -3%
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7
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